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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

471 hedge funds and large institutions have $2.48B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 127 increasing their positions, 187 reducing their positions, and 43 closing their positions.

Holders
471
Holders Change
+16
Holders Change %
+3.52%
% of All Funds
7.6%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.27%
New
68
Increased
127
Reduced
187
Closed
43
Calls
$4.6M
Puts
$2.24M
Net Calls
+$2.37M
Net Calls Change
+$28.7M

Top Buyers

1
CCA
1
Conservest Capital Advisors
Pennsylvania
$37M
2
Goldman Sachs
2
Goldman Sachs
New York
$119M
3
Jane Street
3
Jane Street
New York
$119M
4
AssetMark Inc
4
AssetMark Inc
California
$237M
5
Barclays
5
Barclays
United Kingdom
$27.4M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.57M
2
Morgan Stanley
2
Morgan Stanley
New York
$138M
3
OAM
3
Oppenheimer Asset Management
New York
$11.8M
4
AA
4
Advisory Alpha
Michigan
$1.72M
5
NYLIM
5
New York Life Investment Management
New York
$60.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
226
Sage Investment Advisers
New York
$641K 9,962 +9,962 New
CAI
227
Capital Advisors Inc
Oklahoma
$639K 9,930 +2,930 +42%
BJL
228
Brighton Jones LLC
Washington
$637K 9,900 -8 -0.1%
HCM
229
Highview Capital Management
Illinois
$611K 9,502 +2,745 +41%
WMR
230
Wealth Management Resources
Rhode Island
$610K 9,486 +590 +7%
RW
231
RVW Wealth
California
$592K 9,208 – –
HHRDM
232
H&H Retirement Design & Management
Nevada
$586K 8,737 -1,051 -11%
LFA
233
Laraway Financial Advisors
Minnesota
$580K 9,015 -5 -0.1%
PPP
234
Private Portfolio Partners
New Jersey
$578K 8,977 -1,475 -14%
JWCA
235
J.W. Cole Advisors
Florida
$570K 8,858 +285 +3%
State Street
236
State Street
Massachusetts
$569K 8,850 – –
DADC
237
D.A. Davidson & Co
Montana
$565K 8,780 +110 +1%
ACP
238
Aveo Capital Partners
Colorado
$564K 8,761 -28,908 -77%
SCG
239
Sonata Capital Group
Washington
$563K 8,750 -500 -5%
CWM
240
Connecticut Wealth Management
Connecticut
$560K 8,710 -190 -2%
HCM
241
Hengehold Capital Management
Ohio
$558K 8,673 – –
IWC
242
Integrated Wealth Concepts
Massachusetts
$555K 8,625 -526 -6%
SWM
243
Spire Wealth Management
Virginia
$550K 8,548 +1,449 +20%
MCC
244
Money Concepts Capital
Florida
$525K 8,165 +7,131 +690%
DFG
245
Delta Financial Group
New Jersey
$517K 8,052 +8,052 New
BIA
246
Bigelow Investment Advisors
Maine
$497K 7,720 -103 -1%
IWM
247
IHT Wealth Management
Illinois
$496K 7,708 -1,745 -18%
MCM
248
MV Capital Management
Maryland
$494K 7,673 -1,114 -13%
FW
249
FirstPurpose Wealth
Utah
$493K 7,665 +210 +3%
BAM
250
Belpointe Asset Management
Nevada
$492K 7,641 -304 -4%
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